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1,706 hedge funds and large institutions have $131B invested in Verizon in 2014 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 891 increasing their positions, 602 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 891 | Existing positions reduced: 602

4% more capital invested

Capital invested by funds: $125B → $131B (+$5.48B)

0.62% more ownership

Funds ownership: 63.31%63.93% (+0.62%)

2% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.04B

2% less funds holding

Funds holding: 1,7411,706 (-35)

11% less funds holding in top 10

Funds holding in top 10: 198176 (-22)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 112

Holders
1,706
Holders Change
-35
Holders Change %
-2.01%
% of All Funds
49.01%
Holding in Top 10
176
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.11%
% of All Funds
5.06%
New
86
Increased
891
Reduced
602
Closed
112
Calls
$1.03B
Puts
$1.04B
Net Calls
-$18.1M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
501
Hourglass Capital
Texas
$8.37M -$424K -8,748 -5%
CAM
502
Carret Asset Management
New York
$8.33M +$909K +18,768 +12%
TCT
503
TIAA CREF Trust
Missouri
$8.32M -$3.29K -68 -0%
TCOV
504
Trust Company of Vermont
Vermont
$8.32M +$159K +3,278 +2%
JMFC
505
J.M. Forbes & Co
Massachusetts
$8.3M +$49.9K +1,030 +0.6%
MYAM
506
Meiji Yasuda Asset Management
Japan
$8.3M +$798K +16,466 +11%
FAAS
507
First Allied Advisory Services
California
$8.29M +$140K +2,881 +2%
FHA
508
First Horizon Advisors
Tennessee
$8.25M +$881K +18,182 +12%
EM
509
Excalibur Management
Massachusetts
$8.21M +$84.7K +1,748 +1%
CCFCSB
510
Cape Cod Five Cents Savings Bank
Massachusetts
$8.17M +$67K +1,382 +0.8%
Millennium Management
511
Millennium Management
New York
$8.09M -$193M -3,981,186 -96%
DL
512
Delta Lloyd
Netherlands
$8.05M +$737K +15,216 +10%
FTC
513
Farmers Trust Company
Ohio
$8.03M +$119K +2,452 +2%
WA
514
Whitebox Advisors
Minnesota
$8.02M +$4.04M +83,428 +104%
LBC
515
Lowe Brockenbrough & Co
Virginia
$7.97M -$27.8K -574 -0.4%
RJFSA
516
Raymond James Financial Services Advisors
Florida
$7.93M +$1.11M +22,917 +16%
WC
517
Woodstock Corp
Massachusetts
$7.91M +$167K +3,455 +2%
MC
518
Moors & Cabot
Massachusetts
$7.86M +$1.28M +26,341 +20%
MJRIC
519
Mogy Joel R Investment Counsel
California
$7.84M +$475K +9,808 +7%
AP
520
Appleton Partners
Massachusetts
$7.82M -$448K -9,248 -5%
PA
521
Profund Advisors
Maryland
$7.79M +$278K +5,739 +4%
AL
522
Agran Libbie
California
$7.77M +$51.2K +1,056 +0.7%
CIBC World Market
523
CIBC World Market
Ontario, Canada
$7.72M +$1.15M +23,719 +18%
MAM
524
Mizuho Asset Management
Japan
$7.68M +$3.44M +70,976 +83%
ACM
525
Argent Capital Management
Missouri
$7.66M -$214K -4,410 -3%

VZ Hedge Fund Activity: Q2 2014 in Review

1,706 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2014, worth a combined $131B — up 4.4% from $125B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of VZ and 86 opened new positions — a net loss of 26 holders — while 602 trimmed existing stakes and 891 added.

The largest buyer was Norges Bank, adding an estimated $1.88B. The largest seller was AllianceBernstein, cutting an estimated $421M.

  • 1,706 institutional investors held Verizon (VZ) as of Q2 2014, down from 1,741 in Q1 2014.
  • Funds reported $131B of Verizon stock for Q2 2014, up 4.4% quarter-over-quarter.
  • 86 funds opened new Verizon positions in Q2 2014 and 112 closed out, a net change of -26 holders.
  • The largest Verizon buyer in Q2 2014 was Norges Bank, an estimated $1.88B added.
  • The largest Verizon seller in Q2 2014 was AllianceBernstein, an estimated $421M sold.

Based on aggregated 13F filings for Q2 2014.